Kestra Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Kestra Advisory Services’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$63M	Buy	665,980 +136,067	+26%	+$13.2M	0.18%	115
2026 Q2	$52.5M	Sell	529,913 -79,099	-13%	-$7.83M	0.17%	118
2026 Q1	$60.5M	Buy	609,012 +70,046	+13%	+$7.01M	0.23%	79
2025 Q4	$53.8M	Buy	538,966 +75,047	+16%	+$7.53M	0.22%	79
2025 Q3	$46.5M	Sell	463,919 -48,610	-9%	-$4.82M	0.21%	87
2025 Q2	$50.8M	Buy	512,529 +141,413	+38%	+$13.9M	0.25%	70
2025 Q1	$36.7M	Sell	371,116 -12,073	-3%	-$1.18M	0.18%	85
2024 Q4	$37.1M	Buy	383,189 +46,243	+14%	+$4.55M	0.2%	97
2024 Q3	$34.1M	Buy	336,946 +33,476	+11%	+$3.34M	0.19%	112
2024 Q2	$25.8M	Buy	303,470 +29,823	+11%	+$2.88M	0.14%	147
2024 Q1	$26.8M	Buy	273,647 +380	+0.1%	+$37.2K	0.18%	115
2023 Q4	$27.1M	Buy	273,267 +79,287	+41%	+$7.55M	0.22%	90
2023 Q3	$18.2M	Sell	193,980 -55,345	-22%	-$5.33M	0.18%	117
2023 Q2	$24.4M	Buy	249,325 +1,867	+0.8%	+$185K	0.24%	84
2023 Q1	$24.7M	Sell	247,458 -147,849	-37%	-$14.6M	0.27%	72
2022 Q4	$38.3M	Buy	395,307 +44,523	+13%	+$4.31M	0.34%	51
2022 Q3	$33.8M	Buy	350,784 +7,041	+2%	+$712K	0.36%	51
2022 Q2	$35M	Buy	343,743 +18,044	+6%	+$1.85M	0.36%	49
2022 Q1	$34.9M	Sell	325,699 -15,443	-5%	-$1.7M	0.36%	51
2021 Q4	$38.9M	Buy	341,142 +17,180	+5%	+$1.97M	0.39%	48
2021 Q3	$37.2M	Buy	323,962 +10,379	+3%	+$1.2M	0.37%	49
2021 Q2	$36.2M	Sell	313,583 -30,241	-9%	-$3.46M	0.41%	42
2021 Q1	$39.1M	Sell	343,824 -64,201	-16%	-$7.43M	0.5%	32
2020 Q4	$48.2M	Buy	408,025 +132,077	+48%	+$15.6M	0.56%	23
2020 Q3	$33.3M	Buy	+275,948	New	+$32.7M	0.62%	21

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Kestra Advisory Services's AGG Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q3 2026, buying an estimated $13.2M and bringing the position to 665,980 shares worth $63M. The position accounts for 0.18% of the portfolio, ranked #115.

Kestra Advisory Services first reported a position in AGG in Q3 2020 and has held it in 25 quarters since. 1,733 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Kestra Advisory Services held 665,980 shares of iShares Core US Aggregate Bond ETF worth $63M as of Q3 2026.
Kestra Advisory Services bought 136,067 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $13.2M.
iShares Core US Aggregate Bond ETF made up 0.18% of Kestra Advisory Services's portfolio in Q3 2026, its #115 holding.
Kestra Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 25 quarters since.
1,733 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.